VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,819 | -4.8% | 11,328 | -2.7% | 0.05% | -4.2% |
| Q2 2023 | $568,866 | -0.4% | 11,638 | -0.3% | 0.05% | -4.0% |
| Q1 2023 | $571,300 | +0.8% | 11,678 | -2.3% | 0.05% | -9.1% |
| Q4 2022 | $567,034 | -2.2% | 11,955 | -1.6% | 0.06% | -9.8% |
| Q3 2022 | $580,000 | -5.4% | 12,151 | -1.8% | 0.06% | -4.7% |
| Q2 2022 | $613,000 | -12.7% | 12,379 | -7.5% | 0.06% | 0.0% |
| Q1 2022 | $702,000 | -6.3% | 13,387 | -1.4% | 0.06% | -3.0% |
| Q4 2021 | $749,000 | -1.6% | 13,572 | +1.6% | 0.07% | -10.8% |
| Q3 2021 | $761,000 | +2.6% | 13,363 | +2.8% | 0.07% | 0.0% |
| Q2 2021 | $742,000 | -20.5% | 12,999 | -18.5% | 0.07% | -29.5% |
| Q4 2020 | $933,000 | +4.0% | 15,942 | +2.6% | 0.10% | -36.0% |
| Q2 2020 | $897,000 | +3.2% | 15,543 | +1.2% | 0.16% | +5.1% |
| Q4 2019 | $869,000 | -5.2% | 15,361 | -1.5% | 0.16% | -12.8% |
| Q3 2019 | $917,000 | +33.1% | 15,588 | +29.7% | 0.18% | +33.6% |
| Q2 2019 | $689,000 | -14.0% | 12,018 | -16.3% | 0.13% | -17.8% |
| Q1 2019 | $801,000 | -12.1% | 14,354 | -14.5% | 0.16% | -18.5% |
| Q4 2018 | $911,000 | +11.1% | 16,792 | +11.7% | 0.20% | +15.6% |
| Q3 2018 | $820,000 | +125.9% | 15,027 | +126.2% | 0.17% | +57.3% |
| Q2 2018 | $363,000 | -33.0% | 6,642 | -32.9% | 0.11% | -8.3% |
| Q1 2018 | $542,000 | +45.7% | 9,906 | +45.0% | 0.12% | +44.6% |
| Q4 2017 | $372,000 | -17.7% | 6,834 | -17.4% | 0.08% | -21.0% |
| Q3 2017 | $452,000 | +22.8% | 8,275 | +22.3% | 0.10% | +15.4% |
| Q2 2017 | $368,000 | +5.7% | 6,764 | +5.2% | 0.09% | 0.0% |
| Q1 2017 | $348,000 | -23.7% | 6,432 | -23.4% | 0.09% | -27.8% |
| Q4 2016 | $456,000 | +35.3% | 8,394 | +39.4% | 0.13% | +31.2% |
| Q3 2016 | $337,000 | +36.4% | 6,021 | +35.7% | 0.10% | +41.2% |
| Q2 2016 | $247,000 | -58.6% | 4,436 | -59.5% | 0.07% | -58.0% |
| Q1 2016 | $597,000 | +52.3% | 10,955 | +47.5% | 0.16% | +58.8% |
| Q4 2015 | $392,000 | +114.2% | 7,428 | +114.4% | 0.10% | +117.0% |
| Q3 2015 | $183,000 | +408.3% | 3,464 | +402.0% | 0.05% | +370.0% |
| Q2 2015 | $36,000 | – | 690 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 564,855 | $30,666,000 | 21.22% |
| Annex Advisory Services, LLC | 931,584 | $50,576,000 | 12.28% |
| Symmetry Partners, LLC | 284,375 | $15,439,000 | 10.83% |
| Wilshire Advisors LLC | 241,250 | $13,051,000 | 10.34% |
| AllSquare Wealth Management LLC | 188,118 | $10,213,000 | 9.37% |
| RETIREMENT CAPITAL STRATEGIES | 285,799 | $15,462,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 199,678 | $10,841,000,000 | 8.58% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 450,202 | $24,442,000 | 6.61% |
| HT Partners LLC | 201,909 | $10,962,000 | 5.83% |
| Peak Financial Management, Inc. | 462,684 | $25,120,000 | 5.47% |